How Planned Data Change Works

The Planned Data Change allows you to schedule changes to record data that will be automatically applied by the system at a future date. This feature is ideal for planning data updates that need to occur at specific times without manual intervention.

Automated Data Change Process

The Planned Data Change follows these key steps:

  1. Task Creation: Create tasks specifying which record and field to modify
  2. Value Setting: Set the new value that should replace the current one
  3. Scheduling: Set a future date for when the change should occur
  4. Automatic Execution: The system applies changes when the date arrives
  5. Status Tracking: Monitor the progress and results of all scheduled tasks

Feature Capabilities

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With this feature, you can:

  • Schedule changes to almost any field in any table
  • Preview the current value before scheduling a change
  • Set changes to occur on specific future dates
  • Receive email notifications if any errors occur
  • Track the history of all data changes
  • Duplicate existing tasks to quickly create similar changes

Execution Mechanism

The execution works through a dedicated job queue entry:

  1. The job queue runs periodically and identifies tasks due for execution
  2. For each task, the system:
    • Validates the new value against the field's data type
    • Applies the change to the specified record
    • Updates the task status to "Completed"
    • Records the date and time when the change was made
  3. If errors occur, the system:
    • Sets the task status to "Error"
    • Records the error message
    • Sends an email notification to the user who scheduled the task

Easy Job Queue Creation

You can use a dedicated action that automatically creates and starts a job queue for scheduled changes - no additional configuration is required.

Task Status Tracking

Tasks move through these statuses:

Status Description
New A newly created task that has not been scheduled yet
Scheduled A task that has been scheduled to run at a future date
Error A task that encountered an error during execution
Completed A task that has been successfully executed

Each status is color-coded in the task list for easy visual identification.